Brand profile · Financial Services

Xeppo (acquired by Netwealth)

Xeppo runs a Financial Services operation from Adelaide. Ownership is privately held; it publishes at xeppo.com.au. It holds one address on record, all in Australia. The record counts 2 people. Tagged accounting, business advisory and software. The record links ten similar brands, most of them in Financial Services.

Profile live Privately Held 1 office country

Key facts

Counted staff
2
self-reported band not used
Office countries
1
1 address
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.Your business connected.

Xeppo continually collects information from multiple sources – both external and internal systems – and brings them together into a single view of a client. This information can then be used in a range of ways – to add value to clients, identify business development opportunities for the firm or manage relationships through CRMs.

Xeppo can also push the collected and consolidated data to other business systems, such as sales and marketing CRMs or analytics tools, enabling you to better manage client relationships and develop business. The Xeppo Sales App is a plug-in that’s been specifically created to leverage data to identify business leads, opportunities and track them through the pipeline.

Specialties

All 5 specialties
  • accounting
  • advisory
  • software
  • business advisory
  • analytics

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU26 Flinders Street; Adelaide, SA 5000Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

1 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

Counts only. No names are stored here, and none are served.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Xeppo (acquired by Netwealth)?

The record holds 2 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Xeppo (acquired by Netwealth) have offices?

One address on record, Australia only. Primary: 26 Flinders Street, Adelaide, SA 5000.

Has Xeppo (acquired by Netwealth) raised funding?

None linked to this brand.

What does Xeppo (acquired by Netwealth) list as its specialties?

Five tags on the brand's own list, among them accounting, business advisory and software.

Which companies are listed alongside Xeppo (acquired by Netwealth)?

6 profiles list Xeppo (acquired by Netwealth) as a peer — 76th percentile in Financial Services. It lists ten peers of its own. Flux | Acquired by Netwealth (ASX:NWL) and Opex Consulting Pty Ltd list it back.

What is Xeppo (acquired by Netwealth)'s website?